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Root Financial Partners’s Freshworks FRSH Stock Holding History

Root Financial Partners’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18
Closed -$145 – 1435
2026
Q1 		$145 Sell
18
-201
-92% -$1.85K ﹤0.01% 3219
2025
Q4 		$2.68K Buy
219
+65
+42% +$768 ﹤0.01% 1933
2025
Q3 		$1.81K Buy
+154
New +$2.07K ﹤0.01% 1970

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HIM
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WCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's FRSH Position: Q2 2026 in Review

Root Financial Partners sold out of Freshworks (FRSH) in Q2 2026, closing a stake of 18 shares — an estimated $145 sold.

Root Financial Partners first reported a position in FRSH in Q3 2025 and held it in 3 quarters. The position peaked at $2.68K in Q4 2025. 343 funds tracked by Wall St. Rank hold FRSH as of Q2 2026.

  • Root Financial Partners reported no remaining Freshworks position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Freshworks shares in Q2 2026, an estimated $145.
  • Root Financial Partners first reported a position in Freshworks in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Freshworks position peaked at $2.68K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held Freshworks as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.